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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
BMC
4701
Bear Mountain Capital
Washington
$257M +$3.63M +1% 2.58% 191 17.28%
UCB
4702
United Community Bank
South Carolina
$257M +$758K +0.3% 0.31% 60% 421 18.05%
LCM
4703
Lunt Capital Management
Utah
$257M +$43M +20% 0.48% 42% 97 21.65%
DFA
4704
DHJJ Financial Advisors
Illinois
$257M +$4.04M +2% 0.82% 56.7% 910 4.4%
LA
4705
LFL Advisers
Illinois
$257M -$22.2M -8% 2.47% 63.5% 10 10%
EFM
4706
Eley Financial Management
Vermont
$257M +$8.2M +3% 0.98% 61.9% 69 4.35%
CCC
4707
Compass Capital Corp
Massachusetts
$257M 3.06% 201
WPWM
4708
Windward Private Wealth Management
Kansas
$257M -$4.32M -2% 2.54% 28.8% 48 6.25%
SAS
4709
Stelac Advisory Services
New York
$256M +$9.7M +4% 0.59% 64.9% 114 12.28%
WPW
4710
Watershed Private Wealth
Illinois
$256M +$5.68M +2% 1.3% 71.4% 120 12.5%
MIM
4711
Moseley Investment Management
Florida
$256M +$5.57M +2% 5.95% 96.6% 159 10.06%
SC
4712
Schiavi & Co
Delaware
$256M -$19.4M -7% 5.54% 33% 40 20%
FBT
4713
First Bankers Trust
Kentucky
$256M -$4.03M -2% 1.05% 78.9% 134 4.48%
GCC
4714
Game Creek Capital
Massachusetts
$256M +$35.4M +16% 2.18% 108% 87 22.99%
CWM
4715
Core Wealth Management
Florida
$256M +$9.39M +4% 3.1% 41.1% 30 10%
RWA
4716
Rooted Wealth Advisors
Illinois
$256M +$31.6M +14% 0.16% 50.8% 100 12%
CIA
4717
Cape Investment Advisory
Georgia
$256M +$9.04M +4% 1.25% 65.2% 1,173 21.31%
TH
4718
Team Hewins
California
$256M -$5.73M -2% 2.42% 60.5% 41 14.63%
SAM
4719
Socorro Asset Management
Texas
$256M -$7.71M -3% 3.87% 38.8% 34 11.76%
RFMS
4720
RWQ Financial Management Services
Florida
$256M -$33M -11% 15.3% 415% 28 28.57%
CCM
4721
Campbell Capital Management
Florida
$255M +$3.17M +1% 4.43% 99 62.63%
UIA
4722
UG Investment Advisers
Taiwan
$255M -$10.7M -4% 9.45% 172% 11 18.18%
VBA
4723
von Borstel & Associates
Oregon
$255M +$78.9M +45% 2.74% 38 5.26%
SVCM
4724
Saturn V Capital Management
Texas
$255M -$24.4M -9% 8.04% 971% 30 36.67%
LCM
4725
Leisure Capital Management
California
$255M +$21.3M +9% 1.77% 98% 155 18.06%